How to Set Staff Permissions

In Pabau, customizing staff permissions ensures your team has the right access. While permissions are initially set up during user creation, this article shows you how to edit them later.

Step 1: Navigate to the Team feature

Log in to your Pabau account, and in the left sidebar menu, go to Team, then click on the "Team" button. Click on the user whose permissions you wish to edit.

Step 2: Access User Permissions

Click on the user whose permissions you want to edit, then select "Permissions".

Step 3: Set Up Permissions

In the Permissions section, there are various permission categories, which correspond to the main features in Pabau. Click on each category to see the specific permissions it includes.

Hover over the question mark next to each permission to understand what actions it allows within the system.

To disable a specific permission, toggle the blue button to grey. To disable all permissions within a category, use the "Uncheck All" button.

To enable a specific permission, toggle the grey button to blue. To enable all permissions within a category, use the "Check All" button.

Step 4: Assign a Role

Alternatively, you can assign a role to the team member. This automatically assigns the permissions associated with that specific role.

For more details on setting up roles, please read this article.

Step 5: Save Changes

Once adjustments are made, click on "Save Changes" in the top right corner to apply and save the modified permissions.

By following these steps, you can easily customize and manage user permissions in Pabau, ensuring your team has the appropriate access to the features they need.

NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.

In addition, we suggest reading our Team article for a more in-depth exploration of this topic.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.